Affinity Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Affinity Capital Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Sell	9,506 -5,315	-36%	-$152K	0.03%	159
2026 Q1	$380K	Buy	14,821 +5,444	+58%	+$146K	0.05%	117
2025 Q4	$252K	Sell	9,377 -11	-0.1%	-$294	0.03%	145
2025 Q3	$249K	Hold	9,388	–	–	0.04%	134
2025 Q2	$229K	Buy	+9,388	New	+$212K	0.04%	144
2021 Q1	–	Sell	-15,162	Closed	-$230K	–	126
2020 Q4	$230K	Sell	15,162 -2,304	-13%	-$33K	0.09%	99
2020 Q3	$235K	Sell	17,466 -402	-2%	-$5.34K	0.13%	91
2020 Q2	$221K	Buy	17,868 +30	+0.2%	+$350	0.14%	88
2020 Q1	$203K	Sell	17,838 -12,390	-41%	-$150K	0.15%	94
2019 Q4	$387K	Buy	+30,228	New	+$371K	0.25%	63

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Affinity Capital Advisors's SCHX Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q2 2026, selling an estimated $152K and leaving 9,506 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #159.

Affinity Capital Advisors first reported a position in SCHX in Q4 2019 and has held it in 10 quarters since. The position peaked at $387K in Q4 2019. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Affinity Capital Advisors held 9,506 shares of Schwab US Large- Cap ETF worth $282K as of Q2 2026.
Affinity Capital Advisors sold 5,315 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $152K.
Schwab US Large- Cap ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #159 holding.
Affinity Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 10 quarters since.
Affinity Capital Advisors's Schwab US Large- Cap ETF position peaked at $387K in Q4 2019.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.